Annie 所长|5月 15, 2026 14:46
As soon as he left, Yuyuan Tan Tian started playing crickets
Crazy grabbing Air Force One seat: Behind this visit to China is the collective anxiety of Silicon Valley and Wall Street!
A group of companies (Apple, Tesla, Meta, Nvidia, BlackRock) are eager to make it onto the list of those visiting China, and are very concerned about missing out on cooperation in the Chinese market. Meta relies on the Chinese supply chain (XR hardware), and many companies have advertising and data centers related to China. Investment institutions are betting on Chinese AI and infrastructure.
Originally, in order to appease the hardliners in Congress, companies like NVIDIA, which were at the forefront of the storm, were removed from the list, but why were they added back at the last minute?
Because both China and the United States are well aware that any economic and trade visit that deviates from discussions on AI infrastructure is meaningless!
In the past, Blackstone was known for its real estate investments, but if you observe its recent actions, you will find that its business focus has shifted entirely to AI, namely data centers and fiber optic networks.
China's scale advantages in 5G infrastructure, power supply, and AI have irreplaceable appeal to these capital.
When the disguises of agriculture and aviation are exposed, the anxiety and game of AI, chips, and computing infrastructure lie beneath them...
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